Circle of Wealth® – Be a Trusted Financial Expert

Give Prospects a Reason to Meet with You

Tap the button below to watch a short video demonstrating how the Circle of Wealth^®helps financial advisors turn prospects into satisfied clients.

A Proven Process for Success

The Circle of Wealth^® system is built upon a series of simple communication steps that are strategically placed in a way to motivate prospects and clients to take action. The client process and industry-leading software helps financial advisors attract leads, engage prospects, and convert clients.

Attract Leads

Presentations and scripts equipping advisors with what to say to engage people in a positive way and pique their interest in learning more about their services.

Engage Prospects

A repeatable process for advisors to follow to help their prospects and clients find money they are losing unknowingly and unnecessarily.

Convert Clients

Tools and coaching that gives advisors knowledge and conviction to deliver financial strategies their clients understand and implement.

Join thousands of other financial advisors using Circle of Wealth^®

“It gets clients to understand the concepts that are complex in an easy way because of these visual representations. At the end of the day, it does bridge that communication gap between the client and the advisor very, very well.”

Jeff Webb,

Financial Advisor

years helping advisors

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presentations, scripts, tools

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of financial experts

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Tools to Differentiate You

Clients are overwhelmed with generic financial advice and won’t implement a plan unless it’s from a trusted financial expert. The Circle of Wealth^® provides financial professionals with the tools and training to be seen as a trusted expert so they can confidently deliver financial strategies their clients understand and implement.

Presentation Tools

100+ presentations for every financial discussion; accessible from every device with data synced in the cloud.

Client Process

A proven repeatable client process that identifies viable prospects & converts them into clients that implement.

Coaching & Training

Embedded training, live coaching, online courses, webinars, podcasts & more.

Scripts

Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation.

Cash-Flow Tools

Comprehensive cash-flow tool to show how the advisors recommendations benefit their clients' financial goals.

Easily Communicate Financial Concepts and Strategies